On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton

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Market Outlook Videos

AssetTV Global Equity Outlook for 2022

In a wide ranging discussion with AssetTV, Portfolio Managers Dmitry Khaykin, Elisa Mazen and Margaret Vitrano take the pulse of the segments of the U.S. and international equity markets they target. They also assess inflation and regulatory risks heading into 2022, discuss secular trends they are watching and explain how a sharper ESG mindset by public companies points them to opportunities.

 

To learn more about the outlook for infrastructure in 2022, click the button below. 

Click Here To View Our Infrastructure Outlook for 2022 Article

Elisa Mazen
Elisa Mazen
Dmitry Khaykin
Dmitry Khaykin
Margaret Vitrano
Margaret Vitrano
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U.S. Economic Outlook: Consumer Still Standing, Corporations Healthy

A favorable U.S. policy backdrop should support consumers and businesses, counteracting inflationary and trade risks to keep the current expansion intact.

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